AI · AIC-25

AI for Accounting & Finance

12 hours 2 days

Last updated 25 Sep 2026

AI for Accounting & Finance is a 12-hour training course by IT Genius Institute. Accounting and finance work is full of documents and detailed, repetitive tasks: recording and reconciling, preparing monthly financial reports, summarizing…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

Accounting and finance work is full of documents and detailed, repetitive tasks: recording and reconciling, preparing monthly financial reports, summarizing statements and analyzing expenses, reading contracts and financial documents, answering executives' questions about the numbers, and budgeting. These tasks are time-consuming and demand high accuracy. Generative AI greatly reduces the time spent on analysis and document work, but because finance work needs especially accurate numbers, the key is using AI the right way with a mechanism to verify the numbers every time before use. This course is designed to help accounting and finance teams use AI in real work confidently and safely, with

a focus on data accuracy, covering analyzing financial data, summarizing and reporting, reading and extracting data from documents (multimodal), budgeting and forecasting, using AI for Excel and Google Sheets, and setting up finance assistants and automation with Custom GPT/Gems and n8n, plus practices for accuracy, security and PDPA for financial data, which is sensitive. All content is taught through workshops on real accounting and finance tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own work. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)

Objectives

Understand how AI changes accounting and finance work and choose the right AI tool for each task
Design prompts for finance work and keep the output accurate and traceable
Use AI to analyze financial data, expenses and trends, and verify the numbers before use
Use AI to summarize and prepare financial reports for executives and draft financial documents
Use AI to read and extract data from financial documents, contracts and invoices (multimodal)
Use AI to help with budgeting and basic financial forecasting
Use AI for Excel and Google Sheets: creating formulas, explaining formulas and automation
Set up accounting/finance assistants and automation with Custom GPT/Gems and n8n
Understand AI limits with numbers and set verification mechanisms to prevent errors
Set security and PDPA practices for financial and sensitive data

Who this course is for

Accountants, accounting staff and finance officers
Finance, accounting, costing and budgeting teams
Accounting and finance managers and CFOs who want to set up AI use for their team
Business owners and SME entrepreneurs who handle accounting and finance themselves
Internal auditors and those working with financial data and documents

Prerequisites

General computer and internet skills
Basic Microsoft Excel or Google Sheets skills, such as opening files and reading data tables
Understanding of your accounting or finance work or team process to use as a case study during training
No AI or programming background required

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Learners take home a finance prompt library, a finance assistant (Custom GPT/Gem), financial report templates, a number-verification checklist, and a security and PDPA checklist.

Day 1: AI for Financial Analysis and Reporting

Section 1: AI in Accounting and Finance

An overview of generative AI in accounting and finance and what changes in the process
AI use cases in finance: analysis, reporting, reading documents, budgeting and communication
Choosing the right AI tool for each task
AI limits with numbers: hallucination, calculation errors and misreading tables

Section 2: Effective Prompts for Finance Work

A good prompt structure for finance: role, context, data and output format
Instructing AI to show its reasoning and calculation steps so results are traceable
Using examples to keep the report format consistent
Building a team prompt library for monthly recurring work

Section 3: Analyzing Financial Data with AI

Using AI to analyze expense, revenue and trend data
Finding anomalies and issues worth checking
Comparing data across periods and finding financial insight
Workshop: use AI to analyze a sample expense dataset and summarize key points, verifying the numbers

Section 4: Summarizing and Preparing Financial Reports with AI

Summarizing statements and performance to be easy to read
Preparing monthly financial reports and executive reports
Writing clear management commentary alongside the numbers
Verifying the accuracy and consistency of reports before presenting
Workshop: prepare a one-page financial report from sample data with AI

Section 5: Financial Documents and Communication

Using AI to draft financial documents such as reminder letters, statements and clarification letters
Explaining finance and numbers to non-finance people
Drafting emails and communication with customers, partners and internal units
Workshop: draft one financial document or explanation with AI

Day 2: Documents, Budgeting, Assistants and Accuracy Control

Section 6: Reading and Summarizing Financial Documents (Multimodal)

Uploading and reading financial documents: invoices, receipts, contracts and financial statements
Extracting key data from documents, such as amounts, dates and terms
Summarizing the key points of contracts and long financial documents
Cautions on reviewing data extracted from documents

Section 7: Budgeting and Financial Forecasting

Using AI to help with budgeting and structuring expenses
Basic financial forecasting and scenario building
Prioritizing and analyzing the impact of assumptions
Workshop: build a simple budget or financial forecast outline with AI

Section 8: Accounting/Finance Assistants and Automation

Building a Custom GPT or Gem as an organization-specific accounting/finance assistant
Embedding policies, the chart of accounts and working guidelines for consistent results shared across the team
Automation with n8n, such as payment-due reminders or weekly expense summaries
Workshop: build one finance assistant for a task the team repeats every month

Section 9: Excel and Google Sheets with AI

Using AI to create and explain complex formulas in Excel and Google Sheets
Organizing, cleaning and reconciling data with natural-language commands
Creating pivots, data summaries and analysis tables
Exporting results as files with real formulas, not static numbers
Workshop: use AI to help build formulas and an expense-analysis table in Sheets

Section 10: Accuracy, Security and PDPA

Setting number-verification mechanisms and preventing errors from AI
Financial data that must not go into AI and protecting sensitive data
Personal data and customer data under PDPA for finance work
Setting the accounting and finance team's AI usage guideline

Section 11: Capstone Project and Real-world Adoption

Task: set up an end-to-end AI toolkit for the learner's accounting and finance work, from data analysis and reporting to a finance assistant
Present the work and get feedback from the instructor and peers
A first-30-days adoption plan and setting up AI use for the whole accounting and finance team

Frequently asked questions

Who is AI for Accounting & Finance for, and what background is needed?

Built for Accountants, accounting staff and finance officers · Finance, accounting, costing and budgeting teams · Accounting and finance managers and CFOs who want to set up AI use for their team Background you should have: General computer and internet skills · Basic Microsoft Excel or Google Sheets skills, such as opening files and reading data tables Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does AI for Accounting & Finance cost and how long does it run?

THB 6,900 (currently THB 6,210 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.